Documents

The Documents list allows you to search, sort and filter documents across every client in the practice.

By utilising search, sort, and filter functions, you are easily able to locate a document even if it has been misfiled against an incorrect client.

You can use the Documents list to:

• Search, filter and view lists of documents
• Search for documents across multiple unrelated entities
• Perform actions in bulk

To help you get started, all new practices will have access to these document views:

• All (which is the default view)
• Deleted
• Emails - Draft
• Emails - Received
• Emails - Sent
• Mail Register - By Reference
• Mail Register - Draft
• Mail Register - Received
• Mail Register - Sent
• Workflow - Pend, Approval
• Workflow - Pend. Signature

Custom views can be added by your FYI administrators, refer to Saving Changes to the View Layout, Modifying and Deleting Views.

Views can be used to:

• Jump straight to a specific set of documents
• Find recent client interactions
• Manage your mail register
• Track the workflow state of documents

Watch our 1-minute video Introduction to key concepts: Navigating Documents:Refer to the section Search and Retrieval.